BIP CAPITAL MANAGEMENT SERVICES, LLC
Adviser information for BIP CAPITAL MANAGEMENT SERVICES, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 18 | $335.7M |
| Non-Discretionary | 0 | $0 |
| Total | 18 | $335.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 18 | $335.7M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-119183 |
|---|---|
| SEC ERA File Number | 801-119183 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 300757 |
| Legal Entity Identifier | None |
Principal Office
3575 PIEDMONT RD NE, BLDG 15 STE 730ATLANTA
GA
United States
Monday - Friday, 8AM - 6PM
Tel: 404-410-6476, Fax: None
Websites
Chief Compliance Officer
TODD KNUDSEN
CFO
3575 PIEDMONT RD NE
BLDG 15, STE 730
ATLANTA
GA
United States
Tel:
404-944-3623
T*******@*************C
(Full email address available in API data)
Regulatory Contact
MARK BUFFINGTON
MANAGING PARTNER
3575 PIEDMONT RD NE
BLDG 15, STE 730
ATLANTA
GA
United States
Tel:
4044106476
M**********@*************C
(Full email address available in API data)
Industry Affiliates
| BIP CAPITAL | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| BIP WEALTH, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BIP ACHIEVEIT INVESTMENTS, LLC | Venture Capital Fund | $1.9M | $0.0M | 4 |
| BIP CAPITAL - ACHIEVEIT SERIES D, LLC | Venture Capital Fund | $9.3M | $0.0M | 48 |
| BIP CAPITAL 2080 MEDIA INVESTMENT V, LLC | Venture Capital Fund | $22.3M | $0.0M | 55 |
| BIP CAPITAL 2080 MEDIA INVESTMENT VI, LLC | Venture Capital Fund | $38.8M | $0.0M | 92 |
| BIP CAPITAL 2080 MEDIA INVESTMENTS IV, LLC | Venture Capital Fund | $42.4M | $0.0M | 81 |
| BIP CAPITAL ACHIEVEIT SERIES E, LLC | Venture Capital Fund | $12.0M | $0.0M | 84 |
| BIP CAPITAL GROWTH FUND III, LP | Private Equity Fund | $55.1M | $0.3M | 69 |
| BIP CAPITAL GROWTH FUND III, QP-LP | Private Equity Fund | $68.3M | $0.3M | 58 |
| BIP CAPITAL HUDDLE I-QP, LLC | Venture Capital Fund | $19.8M | $0.0M | 40 |
| BIP CAPITAL HUDDLE I, LLC | Venture Capital Fund | $33.1M | $0.0M | 67 |
| BIP CAPITAL WELLVIEW SERIES A-3, LLC | Venture Capital Fund | $0.2M | $0.0M | 27 |
| BIP EARLY STAGE FUND I-QP LP | Private Equity Fund | $3.5M | $0.1M | 28 |
| BIP EARLY STAGE FUND I, LP | Private Equity Fund | $5.1M | $0.1M | 67 |
| BIP OPPORTUNITIES FUND II - QP, LP | Private Equity Fund | $7.5M | $0.3M | 59 |
| BIP OPPORTUNITIES FUND II, LP | Private Equity Fund | $7.1M | $0.3M | 87 |
| BIP OPPORTUNITIES FUND, LP | Private Equity Fund | $3.8M | $0.5M | 73 |
| BIP QUADRANT 4 DEBT FUND I, LLC | Private Equity Fund | $5.2M | $0.0M | 76 |
| BIP VOAPPS SERIES A, LLC | Venture Capital Fund | $0.2M | $0.0M | 12 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PEACHTREE FINANCIAL SERVICES | Domestic Entity | – | MEMBER | 01/2015 | 50-75% |
| VNC INVESTMENTS LLC | Domestic Entity | – | MEMBER | 01/2015 | 50-75% |
| FLICKINGER, MARK, ANDERSON | Individual | – | CHIEF OPERATING OFFICER | 10/2015 | < 5% |
| KNUDSEN, TODD, ERIC | Individual | – | CFO AND CCO | 06/2016 | < 5% |
| PRESSLY, HERBERT, SCOTT | Individual | – | MANAGING PARTNER | 01/2015 | < 5% |
| BUFFINGTON, MARK, ANDREW | Individual | – | MANAGING PARTNER | 01/2015 | < 5% |
| PRESSLY, HERBERT, SCOTT | Individual | VNC INVESTMENTS LLC | MANAGING MEMBER | 03/2013 | > 75% |
| BUFFINGTON, MARK, ANDREW | Individual | PEACHTREE FINANCIAL SERVICES | MANAGING MEMBER | 10/2015 | > 75% |